WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$721K 0.01%
+11,578
427
$718K 0.01%
5,117
+1,674
428
$714K 0.01%
19,894
-1,737
429
$709K 0.01%
2,640
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430
$706K 0.01%
3,163
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431
$706K 0.01%
14,657
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432
$704K 0.01%
13,928
433
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3,025
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434
$697K 0.01%
11,500
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435
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436
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34,271
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437
$670K 0.01%
13,207
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438
$667K 0.01%
+15,360
439
$662K 0.01%
6,165
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440
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5,458
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443
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13,333
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444
$647K 0.01%
1,869
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445
$646K 0.01%
5,975
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446
$641K 0.01%
4,698
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447
$639K 0.01%
1,360
+173
448
$628K 0.01%
1,279
+134
449
$620K 0.01%
39,071
+1
450
$618K 0.01%
17,106
+1,708
16 17
18
19 20